LISA Holiman signed KPS Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KPS Global, LLC's EIN is 38-3980033.
Download the official 2024 Form 5500 (PDF) for KPS Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KPS Global, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | BROKER/DEALER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VRIAC MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $42.1M | 93.0% | |
| s * Voya Retirement Insurance and Annuity Co. Vangrd Trgt Retire 2030 Fd | Pooled Separate Accounts | — | — | $8.7M | 19.2% | |
| Vangrd Trgt Retire 2035 Fd | Other securities | — | — | $5.0M | 11.0% | |
| Vangrd Trgt Retire 2040 Fd | Other securities | — | — | $4.0M | 8.8% | |
| JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $3.8M | 8.5% | |
| Vangrd Trgt Retire 2025 Fd | Other securities | — | — | $3.6M | 7.9% | |
| Vangrd Trgt Retire 2050 Fd | Other securities | — | — | $2.7M | 5.9% | |
| Vangrd Trgt Retire 2045 Fd | Other securities | — | — | $2.6M | 5.8% | |
| Vangrd Trgt Retire 2055 Fd | Other securities | — | — | $1.9M | 4.1% | |
| Vangrd Trgt Retire 2060 Fd | Other securities | — | — | $1.6M | 3.6% | |
| Guaranteed account * Voya Retirement Insurance and Annuity Co. Voya Fixed Account | Common Stocks | — | — | $1.6M | 3.5% | |
| with maturity dates from 2025 to 2029 | Other securities | — | — | $1.3M | 2.9% | |
| Vangrd Trgt Retire 2020 Fd | Other securities | — | — | $1.3M | 2.8% | |
| JPMorgan US Equity Fund R6 | Other securities | — | — | $1.0M | 2.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $946K | 2.1% | |
| Vangrd Trgt Retire Inc Fd | Common Stocks | — | — | $685K | 1.5% | |
| JPMorgan Equity Income Fund R6 | Other securities | — | — | $498K | 1.1% | |
| Vangrd Trgt Retire 2065 Fd | Other securities | — | — | $387K | 0.9% | |
| American Funds Nw Prspctv R6 | Mutual Funds | — | — | $367K | 0.8% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $321K | 0.7% | |
| Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $320K | 0.7% | |
| Victory Sycmr Est Vl Fd R6 | Other securities | — | — | $319K | 0.7% | |
| AB Large Cap Grw Fnd Z | Other securities | — | — | $286K | 0.6% | |
| Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $264K | 0.6% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $230K | 0.5% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $153K | 0.3% | |
| American Funds Cap Inc Bld R6 | Mutual Funds | — | — | $143K | 0.3% | |
| MFS Intl Diversification Fd R6 | Mutual Funds | — | — | $139K | 0.3% | |
| Eaton Vance Atl Cp SMIDCp F R6 | Other securities | — | — | $135K | 0.3% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $128K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd | Other securities | — | — | $125K | 0.3% | |
| American Funds Bond Fd Am R6 | Mutual Funds | — | — | $86K | 0.2% | |
| Vangrd Em Mkts Stk Ind Fd Adm | Other securities | — | — | $62K | 0.1% | |
| DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $57K | 0.1% | |
| AmBcn Small Cap Value Fund R5 | Other securities | — | — | $56K | 0.1% | |
| Putnam Dynmc Asst All Grw F R6 | Mutual Funds | — | — | $53K | 0.1% | |
| Voya Gv Mny Mkt F A | Other securities | — | — | $48K | 0.1% | |
| ClrBrg SmCp Grw Fd IS | Other securities | — | — | $37K | <0.1% | |
| DFA Global Real Est Sec Pt Ins | Mutual Funds | — | — | $36K | <0.1% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $28K | <0.1% | |
| Putnam Dynmc Asst All Bal F R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Putnam Dynmc Asst All Con F R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | — | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPS GLOBAL LLC | 38-3980033 | — | SERVICE PROVIDER | $12K | — |
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | SERVICE PROVIDER | $0 | — |
